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Houlihan Lokey
HLI

Overview Fund Activity

168 hedge funds and large institutions have $1.76B invested in Houlihan Lokey in 2019 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 52 reducing their positions, and 23 closing their positions.

Holders
168
Holders Change
+9
Holders Change %
+5.66%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
32
Increased
66
Reduced
52
Closed
23
Calls
$352K
Puts
$4M
Net Calls
-$3.65M
Net Calls Change
-$3.65M

Top Buyers

1
OCU
1
ORIX Corporation USA
Texas
$188M
2
TCM
2
TimesSquare Capital Management
New York
$18.2M
3
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$102M
4
HA
4
H2O AM
United Kingdom
$12.4M
5
VBA
5
Van Berkom & Associates
Quebec, Canada
$12.1M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$40.1M
2
Ameriprise
2
Ameriprise
Minnesota
$93M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$16M
4
Citadel Advisors
4
Citadel Advisors
Florida
$249K
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
OCU
1
ORIX Corporation USA
Texas
$188M 4,109,721 +3,500,000 +574%
Vanguard Group
2
Vanguard Group
Pennsylvania
$145M 3,168,172 +34,955 +1%
BlackRock
3
BlackRock
New York
$107M 2,344,609 -53,815 -2%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$102M 2,216,245 +363,093 +20%
Ameriprise
5
Ameriprise
Minnesota
$93M 2,028,212 -252,352 -11%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$71.7M 1,563,005 -34,960 -2%
AI
7
Ariel Investments
Illinois
$63.2M 1,377,346 -76,055 -5%
BAMCO Inc
8
BAMCO Inc
New York
$60.6M 1,322,019 +101,950 +8%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$55.6M 1,212,210 +50,384 +4%
AllianceBernstein
10
AllianceBernstein
Tennessee
$49.2M 1,072,880 +34,513 +3%
Goldman Sachs
11
Goldman Sachs
New York
$46.8M 1,021,514 +107,063 +12%
BAM
12
Burgundy Asset Management
Ontario, Canada
$43.3M 945,094 -122,506 -11%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$40.1M 874,664 -263,924 -23%
WHG
14
Westwood Holdings Group
Texas
$39.4M 859,131 +26,742 +3%
Bank of America
15
Bank of America
North Carolina
$38.3M 834,559 +140,688 +20%
RA
16
Royce & Associates
New York
$37.4M 815,979 -136,701 -14%
State Street
17
State Street
Massachusetts
$33.3M 725,363 -3,222 -0.4%
Wells Fargo
18
Wells Fargo
California
$31.5M 686,147 +95,443 +16%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$30.6M 666,508 +30,698 +5%
Franklin Resources
20
Franklin Resources
California
$29.3M 638,330 +102,014 +19%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$28.5M 620,864 +44,075 +8%
Northern Trust
22
Northern Trust
Illinois
$27.6M 601,487 +29,517 +5%
EARNEST Partners
23
EARNEST Partners
Georgia
$22.5M 491,496 +15,326 +3%
Stifel Financial
24
Stifel Financial
Missouri
$21.4M 466,679 +72,493 +18%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$20.6M 448,758 +32,078 +8%
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